Are you ready to tackle one of the most crucial tasks in the charity sector? Today, we’re diving into the world of financial reconciliation and learning how to reconcile finances effectively—a skill that can set you apart early in your career. Don’t worry if it sounds daunting; we’ll break it down into manageable steps so … Read more
For most charities the Christmas appeal is the biggest fundraising moment of the year. The creative gets months of attention. The data behind it often gets a fortnight, and usually a busy one. That imbalance is where the avoidable problems come from. Rarely anything dramatic: a supporter who receives two packs, a segment bigger than … Read more
A CRM will fail at some point. An integration stops syncing overnight. A batch update overwrites months of Gift Aid declarations. A migration script does something nobody tested for. This happens to well-run databases as often as neglected ones, because the causes are rarely about how careful anyone was. The real difference between organisations is … Read more
You went live. You survived the go-live. You probably breathed a huge sigh of relief and got on with the work. But here you are, 12 months later, and something feels a bit… off. Maybe a few processes have got clunky. Maybe the team has started going around the system rather than through it. Maybe … Read more
Here is something we have seen consistently over many years of CRM work in the charity sector: when a CRM project goes wrong, the system rarely gets the blame it deserves. And when a CRM project goes right, the system rarely gets the credit either. That is because CRM success or failure almost never comes … Read more
